Willow Creek Capital Management, Inc.’s Southern Company SO Stock Holding History

Willow Creek Capital Management, Inc.’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	+2,796	New	+$263K	0.26%	86

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Willow Creek Capital Management, Inc.'s SO Position: Q2 2026 in Review

Willow Creek Capital Management, Inc. opened a new position in Southern Company (SO) in Q2 2026: 2,796 shares worth $268K. The stake represents 0.26% of the portfolio and ranks #86 among its holdings.

2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Willow Creek Capital Management, Inc. held 2,796 shares of Southern Company worth $268K as of Q2 2026.
Southern Company was a new Willow Creek Capital Management, Inc. position in Q2 2026.
Southern Company made up 0.26% of Willow Creek Capital Management, Inc.'s portfolio in Q2 2026, its #86 holding.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Willow Creek Capital Management, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.